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You are viewing a sample portfolio. Logged in users can add their holdings and any assets they are watching to their watchlists to view statistics, news, analysis and more. Free users can add up to five holdings, while MarketBeat Daily Premium and MarketBeat All Access subscribers can add unlimited holdings.
Watchlist:

My Portfolio

My Default Watchlist  Edit This Watchlist  Delete this Watchlist
Holding NameLast TradeHolding ValueP/E RatioBetaAnnual
Dividend
Consensus
Rating
Consensus
Price Target
Settings
AMZN
Amazon.com
$1,551.01
+$30.10 (1.98%)
$1,551.01
-14.4% ROI
340.571.70-Buy
(Score: 2.98)
$2,136.0811
(37.72% Upside)
  Edit This Watchlist  Delete this Watchlist
AAPL
Apple
$166.93
+$2.99 (1.82%)
$1,001.58
-1.8% ROI
14.011.211.75%
$2.92 per sh.
Hold
(Score: 2.45)
$223.0381
(33.61% Upside)
  Edit This Watchlist  Delete this Watchlist
AV
Aviva
GBX 370.70
+GBX 2.20 (0.60%)
£667.26
-13.8% ROI
---Buy
(Score: 2.67)
GBX 560.15
(51.11% Upside)
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BAC
Bank of America
$24.82
+$0.35 (1.43%)
$992.80
-0.7% ROI
13.571.272.42%
$0.60 per sh.
Buy
(Score: 2.58)
$34.2727
(38.09% Upside)
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BTC
Bitcoin
$3,540.9779
+$67.99 (1.92%)
$283.2782
-71.4% ROI
-----  Edit This Watchlist  Delete this Watchlist
JAGAX
Janus Henderson Adaptive Global Allocation Fund - A Shares
$9.97
-$0.07 (-0.70%)
$997.00
-0.3% ROI
--1.67%
$0.17 per sh.
--  Edit This Watchlist  Delete this Watchlist
JNJ
Johnson & Johnson
$132.08
+$2.94 (2.28%)
$1,056.64
+1.6% ROI
18.150.592.73%
$3.60 per sh.
Hold
(Score: 2.47)
$142.2727
(7.72% Upside)
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MSFT
Microsoft
$103.68
+$0.79 (0.77%)
$1,036.80
+3.7% ROI
26.711.251.77%
$1.84 per sh.
Buy
(Score: 2.94)
$122.2857
(17.95% Upside)
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UNH
UnitedHealth Group
$257.66
-$0.41 (-0.16%)
$1,030.64
+3.1% ROI
25.610.761.40%
$3.60 per sh.
Buy
(Score: 2.95)
$293.00
(13.72% Upside)
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VSGNX
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl
$306.20
-$7.88 (-2.51%)
$918.60
+5.6% ROI
-----  Edit This Watchlist  Delete this Watchlist
Total+0.8%$9,740.24
-9.3% ROI
94.311.171.23%22.12% Upside

Portfolio Statistics

Asset Allocation by Sector?View the asset allocation of your holdings by sector.

Largest Holdings?View the largest investment holdings inside your portfolio.

Holding % of Portfolio
Amazon.com (AMZN)15.92%
Johnson & Johnson (JNJ)10.85%
Microsoft (MSFT)10.64%
UnitedHealth Group (UNH)10.58%
Apple (AAPL)10.28%
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)10.24%
Bank of America (BAC)10.19%
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)9.43%

Portfolio Returns?View your portfolio's price-to-earnings ratio, which is a measure of the company's share price relative to its earnings per share.

My Cost Basis: $10,743.93

My Holdings Value: $9,740.24

My ROI: -9.3% ROI

My Biggest Winners ROI
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)+5.6% ROI
Microsoft (MSFT)+3.7% ROI
UnitedHealth Group (UNH)+3.1% ROI
Johnson & Johnson (JNJ)+1.6% ROI
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)-0.3% ROI
My Biggest Losers ROI
Bitcoin (BTC)-71.4% ROI
Amazon.com (AMZN)-14.4% ROI
Aviva (AV)-13.8% ROI
Apple (AAPL)-1.8% ROI
Bank of America (BAC)-0.7% ROI

Portfolio P/E Ratio?View your portfolio's price-to-earnings ratio, which is a measure of the company's share price relative to its earnings per share.

My portfolio P/E: 94.3

My Portfolio P/E

94.3

15.91

Average MarketBeat User
P/E Ratio

My Highest P/E Stocks P/E Ratio
Amazon.com (AMZN)340.57
Microsoft (MSFT)26.71
UnitedHealth Group (UNH)25.61
Johnson & Johnson (JNJ)18.15
Apple (AAPL)14.01
My Lowest P/E Stocks P/E Ratio
Aviva (AV)-
Bitcoin (BTC)-
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)-
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)-
Bank of America (BAC)13.57

Portfolio Volatility (Beta)?View your portfolio's beta, which is a measurement of how closely correlated the volatility of your holdings are to the broader market.

My Beta: 1.17

My Risk Level

1.17

1.12

Average MarketBeat
User Risk Level

Most Volatile Stocks In Portfolio: Beta
Amazon.com (AMZN)1.70
Bank of America (BAC)1.27
Microsoft (MSFT)1.25
Apple (AAPL)1.21
UnitedHealth Group (UNH)0.76
Least Volatile Stocks In Portfolio: Beta
Johnson & Johnson (JNJ)0.59
UnitedHealth Group (UNH)0.76
Apple (AAPL)1.21
Microsoft (MSFT)1.25
Bank of America (BAC)1.27

Portfolio Dividends?View your portfolio's overall dividend yield, the total of annual dividends you should receive each year and your upcoming dividend payments.

My portfolio dividend yield: 1.23%

My portfolio payout ratio: 30.16%

My portfolio average dividend growth: 10.71%

My annual dividend payout: $119.78

My Top Yielding Stocks Yield
Johnson & Johnson (JNJ)2.73%
Bank of America (BAC)2.42%
Microsoft (MSFT)1.77%
Apple (AAPL)1.75%
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)1.67%
Upcoming Dividend Payments Date
Bank of America (BAC)12/28/2018
Microsoft (MSFT)3/14/2019

My Headlines

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My Calendar

DateCompany NameEvent
12/28/2018Bank of America (BAC)Dividend Payable
1/15/2019UnitedHealth Group (UNH)Earnings Announcement (Estimated Date)
1/16/2019Bank of America (BAC)Earnings Announcement (Estimated Date)
1/16/2019Bank of America (BAC)Conference Call at 8:00 AM
1/22/2019Johnson & Johnson (JNJ)Earnings Announcement (Estimated Date)
1/22/2019Johnson & Johnson (JNJ)Conference Call at 8:30 AM
1/30/2019Microsoft (MSFT)Earnings Announcement (Estimated Date)
2/7/2019Apple (AAPL)Earnings Announcement (Estimated Date)
2/7/2019Amazon.com (AMZN)Earnings Announcement (Estimated Date)
2/20/2019Microsoft (MSFT)Ex-Dividend
3/14/2019Microsoft (MSFT)Dividend Payable

My Ratings

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My Insider Trades

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My Earnings

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My SEC Filings

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Social Mentions

My Newsletter

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